ASPIRIANT, LLC

CIK: 0001433541SEC EDGAR →

Portfolio Value

$3.5B

Holdings

319

As of

Q4 2025

New Positions

316

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	IVV ISHARES TR	627,909	$430.1M	12.36%
2	IUSV ISHARES TR	3,582,196	$367.3M	10.55%
3	VBR VANGUARD INDEX FDS	1,620,708	$343.2M	9.86%
4	ACWV ISHARES INC	2,406,100	$285.7M	8.21%
5	VTEB VANGUARD MUN BD FDS	4,304,051	$216.4M	6.22%
6	VIG VANGUARD SPECIALIZED FUNDS	954,027	$209.7M	6.02%
7	VOO VANGUARD INDEX FDS	180,170	$113.0M	3.25%
8	AQLT ISHARES TR	915,576	$81.9M	2.35%
9	EFV ISHARES TR	1,090,928	$77.9M	2.24%
10	AAPL APPLE INC	283,200	$77.0M	2.21%

Quarterly Changes

Top Buys

IVVNEW

$430.1M

IUSVNEW

$367.3M

VBRNEW

$343.2M

ACWVNEW

$285.7M

VTEBNEW

$216.4M

Top Sells

No sells this quarter

New Positions (319)

IVV

$430.1M · 628K shares

IUSV

$367.3M · 3.6M shares

VBR

$343.2M · 1.6M shares

ACWV

$285.7M · 2.4M shares

VTEB

$216.4M · 4.3M shares

VIG

$209.7M · 954K shares

VOO

$113.0M · 180K shares

$81.9M · 916K shares

$77.9M · 1.1M shares

$77.0M · 283K shares

$70.8M · 1.1M shares

$42.7M · 114K shares

$40.8M · 60K shares

$39.0M · 526K shares

$34.5M · 69K shares

$33.9M · 736K shares

$33.5M · 718K shares

$32.4M · 303K shares

$31.6M · 94K shares

$31.3M · 481K shares

$30.5M · 312K shares

$26.9M · 117K shares

$24.5M · 333K shares

$23.8M · 728K shares

$23.3M · 48K shares

$22.6M · 72K shares

$21.0M · 82K shares

$19.6M · 542K shares

$19.3M · 193K shares

$19.3M · 400K shares

$19.3M · 412K shares

$19.2M · 101K shares

$15.5M · 282K shares

$14.9M · 82K shares

$14.9M · 239K shares

$14.1M · 147K shares

$13.4M · 54K shares

$13.4M · 93K shares

$12.9M · 41K shares

$12.7M · 320K shares

$11.6M · 257K shares

$11.4M · 191K shares

$10.5M · 131K shares

$10.2M · 205K shares

$10.0M · 13K shares

$9.5M · 25K shares

$9.3M · 50K shares

$9.1M · 138K shares

$8.5M · 103K shares

$8.0M · 115K shares

$8.0M · 84K shares

$8.0M · 25K shares

$7.8M · 83K shares

$7.8M · 89K shares

$7.7M · 34K shares

$7.7M · 64K shares

$7.7M · 37K shares

$7.5M · 140K shares

$7.4M · 11K shares

$7.1M · 55K shares

$6.7M · 72K shares

$6.3M · 13K shares

$6.1M · 227K shares

$6.0M · 40K shares

$5.9M · 176K shares

$5.9M · 42K shares

$5.7M · 66K shares

$5.4M · 152K shares

$4.9M · 30K shares

$4.9M · 8K shares

$4.8M · 28K shares

IUSG

$4.7M · 28K shares

$4.5M · 14K shares

$4.5M · 31K shares

$4.4M · 89K shares

$4.4M · 27K shares

$4.3M · 12K shares

$4.2M · 12K shares

$4.1M · 20K shares

$4.1M · 53K shares

$4.0M · 21K shares

$4.0M · 82K shares

$3.8M · 39K shares

$3.8M · 5 shares

$3.7M · 131K shares

$3.6M · 8K shares

$3.5M · 42K shares

$3.4M · 18K shares

$3.4M · 22K shares

$3.4M · 38K shares

$3.3M · 60K shares

$3.1M · 26K shares

$3.1M · 12K shares

$2.7M · 2K shares

$2.7M · 34K shares

$2.4M · 24K shares

$2.4M · 17K shares

$2.4M · 17K shares

$2.2M · 46K shares

$2.2M · 5K shares

$2.2M · 40K shares

$2.2M · 13K shares

$2.2M · 45K shares

$2.2M · 9K shares

$2.1M · 6K shares

$2.1M · 17K shares

$2.1M · 30K shares

$2.1M · 80K shares

$2.0M · 22K shares

$2.0M · 15K shares

$2.0M · 3K shares

$2.0M · 18K shares

$2.0M · 36K shares

$1.9M · 2K shares

$1.9M · 41K shares

$1.9M · 3K shares

$1.9M · 14K shares

$1.9M · 12K shares

$1.9M · 40K shares

$1.9M · 13K shares

$1.8M · 5K shares

$1.8M · 7K shares

$1.7M · 6K shares

$1.7M · 9K shares

$1.7M · 5K shares

$1.7M · 6K shares

$1.7M · 56K shares

$1.6M · 20K shares

$1.6M · 19K shares

$1.6M · 15K shares

$1.6M · 5K shares

$1.6M · 5K shares

$1.5M · 60K shares

$1.5M · 7K shares

$1.5M · 13K shares

$1.5M · 13K shares

$1.5M · 3K shares

$1.4M · 5K shares

$1.4M · 4K shares

$1.3M · 9K shares

$1.3M · 5K shares

$1.3M · 20K shares

$1.3M · 40K shares

$1.3M · 13K shares

$1.3M · 46K shares

$1.2M · 11K shares

$1.2M · 38K shares

$1.2M · 4K shares

$1.2M · 5K shares

$1.2M · 11K shares

$1.2M · 3K shares

$1.2M · 13K shares

$1.1M · 7K shares

$1.1M · 3K shares

$1.1M · 3K shares

$1.0M · 4K shares

$999K · 3K shares

$995K · 5K shares

$976K · 6K shares

$969K · 902 shares

$956K · 21K shares

$954K · 14K shares

$943K · 18K shares

$934K · 23K shares

$929K · 16K shares

$917K · 4K shares

$893K · 13K shares

$882K · 6K shares

$877K · 998 shares

AMAT

$835K · 3K shares

TMO

$817K · 1K shares

SPDR INDEX SHS FDS

$799K · 12K shares

$797K · 6K shares

$775K · 6K shares

$769K · 4K shares

$766K · 5K shares

$760K · 32K shares

$749K · 9K shares

$749K · 8K shares

$727K · 16K shares

$723K · 5K shares

$712K · 29K shares

$702K · 26K shares

$698K · 13K shares

$692K · 2K shares

$682K · 4K shares

$679K · 9K shares

$678K · 4K shares

$675K · 8K shares

$669K · 2K shares

$668K · 11K shares

$660K · 41K shares

$657K · 17K shares

$653K · 8K shares

$653K · 9K shares

$652K · 14K shares

$629K · 4K shares

$624K · 36K shares

$622K · 953 shares

$612K · 6K shares

$561K · 12K shares

$543K · 2K shares

$538K · 14K shares

$536K · 9K shares

$532K · 1K shares

$525K · 4K shares

$523K · 4K shares

$522K · 3K shares

$515K · 10K shares

$515K · 8K shares

$513K · 19K shares

$508K · 17K shares

$502K · 4K shares

$500K · 7K shares

$499K · 18K shares

$480K · 3K shares

$480K · 4K shares

$479K · 5K shares

$478K · 10K shares

$475K · 4K shares

$469K · 2K shares

$468K · 12K shares

$468K · 1K shares

$458K · 3K shares

$453K · 11K shares

$453K · 15K shares

$451K · 1K shares

$450K · 421 shares

$448K · 12K shares

$447K · 2K shares

$446K · 1K shares

$442K · 2K shares

$440K · 917 shares

$422K · 14K shares

$422K · 6K shares

$420K · 5K shares

$416K · 4K shares

$412K · 5K shares

$410K · 9K shares

$401K · 8K shares

$400K · 488 shares

$396K · 2K shares

$392K · 5K shares

$389K · 4K shares

VTWO

$385K · 4K shares

JEF

$381K · 6K shares

$378K · 431 shares

$376K · 4K shares

$369K · 69 shares

$367K · 15K shares

$362K · 3K shares

$357K · 7K shares

$356K · 4K shares

$350K · 1K shares

$348K · 14K shares

$347K · 15K shares

$343K · 2K shares

$342K · 10K shares

$341K · 4K shares

$338K · 2K shares

$337K · 8K shares

$336K · 4K shares

$333K · 8K shares

$331K · 4K shares

$331K · 1K shares

$327K · 4K shares

$326K · 12K shares

$323K · 8K shares

$314K · 1K shares

$314K · 4K shares

$308K · 2K shares

$308K · 5K shares

$307K · 399 shares

$306K · 1K shares

$306K · 13K shares

$306K · 4K shares

$304K · 4K shares

$302K · 1K shares

$302K · 4K shares

$298K · 3K shares

$297K · 7K shares

$296K · 2K shares

$293K · 5K shares

$288K · 1K shares

$280K · 30K shares

$276K · 6K shares

$270K · 3K shares

$267K · 2K shares

$261K · 3K shares

$259K · 14K shares

$257K · 6K shares

$255K · 3K shares

$253K · 3K shares

$253K · 2K shares

$251K · 1K shares

$251K · 5K shares

$243K · 2K shares

$242K · 569 shares

$241K · 2K shares

$240K · 1K shares

$240K · 498 shares

$236K · 3K shares

$235K · 220 shares

$235K · 1K shares

$235K · 3K shares

$231K · 841 shares

$230K · 9K shares

$226K · 5K shares

$223K · 8K shares

$218K · 6K shares

$214K · 5K shares

$210K · 317 shares

$208K · 1K shares

$204K · 1K shares

$203K · 603 shares

$202K · 2K shares

$157K · 20K shares

$149K · 23K shares

$62K · 25K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	189	$3.1B	88.2%
Technology	26	$141.3M	4.1%
Unknown	18	$139.7M	4.0%
Communication Services	8	$46.7M	1.3%
Healthcare	22	$20.6M	0.6%
Consumer Cyclical	11	$20.2M	0.6%
Industrials	21	$17.6M	0.5%
Consumer Defensive	6	$11.3M	0.3%
Energy	9	$8.1M	0.2%
Utilities	5	$2.1M	0.1%
Real Estate	2	$1.3M	0.0%
Basic Materials	2	$638K	0.0%